2014-10-27T08:06:11-05:00 2014-06-30 591954606 CAVANAUGH & CO LLP 2381 FRUITVILLE ROAD SARASOTA FL 34237 990 2013-07-01 591848965 MARIE SELBY BOTANICAL GARDENS INC MARI 9413665731 811 SOUTH PALM AVENUE SARASOTA FL 342367726 CAROL ANN MALINOWSKI CFO 9413665731 2014-10-22 1 MICHAEL R PENDER P00850742 9413662983 2014-10-16 2013 2015-11-30 17:44:51Z CAROL ANN MALINOWSKI 811 SOUTH PALM AVE SARASOTA FL 34236 4851075 0 X WWW.SELBY.ORG X 1978 FL I. Mission: To provide an oasis of inspiration and tranquility, while furthering the understanding and appreciation of plants, especially epiphytes. II. Vision: To touch as many people as possible through our urban waterfront garden that is the world leader in conservation and display of epiphytes. Visitors and volunteers alike experience the garden's beauty, gaining a better understanding and greater appreciation of the natural world. 14 13 48 789 0 0 3006477 2144897 887481 1058023 121592 76204 793628 980146 4809178 4259270 0 0 0 0 1728505 1861576 31836 0 530478 1415069 1782770 3175410 3644346 1633768 614924 11214064 11877137 1714162 1491485 9499902 10385652 X I.Mission: To provide an oasis of inspiration and tranquility, while furthering the understanding and appreciation of plants, especially epiphytes. II. Vision: To touch as many people as possible through our urban waterfront garden that is the world leader in conservation and display of epiphytes. Visitors and volunteers alike experience the garden's beauty, gaining a better understanding and greater appreciation of the natural world. 0 0 2118006 1414376 Selby Gardens' Education Department is charged with engaging every visitor in Selby Gardens' mission and story. Selby Gardens educators strive to inspire a passion for nature and to help visitors to understand the importance of plants in their everyday lives.The Education Department continues to roll out new programs after the opening of the Ann Goldstein Children's Rainforest Garden (AGCRG) in November, 2013. This new outdoor exhibition, a simulated tropical rainforest, serves as both a self-guided environmental education experience for visitors and families and as an outdoor classroom where students engage in hands-on learning. The Children's Rainforest Garden teaches visitors about biodiversity, the physical structure of the rainforest habitat, the lives of people indigenous to rainforests, and the importance of plants as sources of food, medicine, and raw materials, as well as the irreplaceable role they play in our planet's natural systems. It is a game-changer for environmental education at the Gardens, transforming the way in which Selby shares its collections and tells its story. In the coming fiscal year, the Education Department will begin spreading the interpretive techniques introduced in the AGCRG to other locations throughout the Gardens.The Education Department has a wide variety of responsibilities, including the school field studies program; creation and oversight of signage, exhibitions (including art exhibits), and other interpretive elements; oversight of the guides program, which includes museum docents, tour guides, walk & talk guides, school guides, and conservatory guides; community classes; non-school programs for children including Little Sprouts, a monthly program to engage preschoolers with nature, Kids Corner, and summer camp; and lectures, the internship program, and other education programs.Educators continue to increase outreach to the community, serving 47% more school visitors in FY2014. They worked closely with local nonprofits and Title I schools as well as creating specialized programs for special needs children from Oak Park School and Fruitville Elementary's autistic program, Head Start, Easter Seals, and others.Overall participation in Selby Gardens' education programs was up 30% over the previous year, with increases across virtually every education program offered. The education department also mounted a variety of art exhibitions, including "Tropical Splendor," an exhibition of garden paintings by Anna Mason of the U.K. and Sarasota's Tom Stephens, and the popular "Rainforest Masks of Costa Rica" exhibition, featuring masks created by Costa Rican Indians from the village of Boruca, with whom Selby Gardens has a long-standing partnership. 268057 Selby Gardens' Horticulture Department shares the wonder and beauty of a rich, varied, and often extremely rare collection of tropical plants with visitors. Horticulturists care for and display the Gardens' living collections, comprised of outdoor displays covering some 15 acres and eight greenhouses filled with rare orchids, bromeliads, gesneriads, ferns, aeroids, and other accessioned plants. Selby Gardens' living collection has been developed as a result of more than 200 research expeditions and through partnerships with institutions around the globe. It is widely used for research by our own botanists and by visiting scientists from a large array of universities, scientific organizations, and other institutions. The collection includes more than 20,000 plants from 5,000+ species, representing nearly half the plant families found on Earth; about 40% of the living collection is wild-collected, and approximately a third enjoys protected status. The Gardens is widely recognized as having the world's most comprehensive, scientifically-documented collection of living epiphytes (plants that live upon other plants without parasitizing the host), and Gardens horticulturists must be skilled at nurturing a wide variety of plants, many of them extremely difficult to grow outside their native habitats.In addition to caring for this diverse collection, over the last year Selby Gardens horticulturists not only planted and opened the new Ann Goldstein Children's Rainforest Garden; they also piloted a new series of plant exhibitions in the Gardens' Tropical Conservatory, renovated and expanded the succulent garden, and completed plans for a new native plants exhibition along the shoreline. Horticulturists also gave lectures and taught classes, wrote articles, assisted in volunteer training, and participated in several botanical research and inventory expeditions, including an expedition to a the Fakahatchee Strand Preserve State Park, where they helped to rescue a dwindling population of Florida's largest native epiphyte, Tillandsia utriculata.Selby Gardens horticulturists have a major impact on interpretation of Selby Gardens' collection. The Horticulture Director works directly with the Director of Education to create and disseminate accurate information about the living collection, and he has been a major resource for school curricula, signage, plant exhibitions, and other education programs. The Horticulture Department also works hand-in-hand with project contractors to develop appropriate planting plans for large projects such as the Ann Goldstein Children's Rainforest Garden (such as the design and placement of plant pockets for epiphytic plants on the faux rock fixtures) and to advise on measures necessary to protect the existing landscaping, especially the banyan trees and Moreton Bay Fig, that are included in or adjacent to the new garden. 268056 Selby Gardens' Botany Department is respected internationally for its expertise, notably in regard to epiphytes (plants that live upon other plants). The Gardens' botanists are especially valued as top-notch taxonomists (scientists who identify and classify plants, a discipline which requires decades of study to master) and as field botanists who not only work in laboratories but regularly organize and participate in botanical expeditions in the wild.The Botany Department cares for the Gardens' preserved plant collections-an herbarium with some 107,000 documented dried specimens and the world's second largest spirit collection, more than 28,000 orchids and other flowers preserved in alcohol-as well as information resources including a 7,000 volume research library, thousands of images, and a comprehensive set of more than 20,000 files documenting the plant species in which Selby Gardens specializes: orchids, bromeliads, and gesneriads. These resources are regularly consulted by visiting scientists from major institutions and universities around the world including the Smithsonian, Kew Gardens, and Missouri Botanical Garden. The botany department also manages three research centers: the Orchid Research Center, the Gesneriad Research Center, and the Bromeliad Research Center. The knowledge and collections resident in the Botany department are a major resource for Selby Gardens' programs of education and horticultural display, as well. Botanists provide resources and information used in school curricula, exhibitions, and other programs as well as interpretive programs such signage and the docent and tour guide programs. The Gardens' unique living collection, much of it assembled on research expeditions by Selby botanists, is a major source for the beautiful and fascinating plant exhibitions found throughout the Gardens, including within the storied Tropical Conservatory, one of the highlights of the Selby Gardens experience.During the FY2014 fiscal year, Selby Gardens botanists conducted research and collecting expeditions to Brazil's Atlantic Forest, Costa Rica, and Belize, adding important new accessions to the preserved and greenhouse collections. Selby botanists also lectured at more than a dozen venues internationally, and botanist Bruce Holst served as faculty at the prestigious Organization for Tropical Studies' Tropical Plant Systematics course in Costa Rica. The Botany Department published a new issue of Selbyana, Selby Gardens' peer-reviewed scientific journal, and Gardens botanists published articles in a variety of recognized scientific journals. Botany staff visited the Everglades to check on the status of native orchids and ferns propagated at Selby Gardens and reintroduced by Gardens staff into the Park to bolster dwindling populations. The Botany department also spearheaded Selby Gardens' participation in the rescue of endangered native bromeliads from Fakahatchee Strand Preserve State Park and conducted the botanical inventories of environmentally sensitive lands in Sarasota and Manatee counties. 2654119 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 48 1 0 0 0 0 0 1 1 0 0 0 0 X 14 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X CAROL A MALINOWSKI 9413665731 811 SOUTH PALM AVE SARASOTA FL 34236 NORA JOHNSON TRUSTEE 2.00 X 0 0 0 DR LAUREY STRYKER TRUSTEE 2.00 X 0 0 0 STEPHEN HAZELTINE TRUSTEE 2.00 X 0 0 0 MICHAEL SAUNDERS TRUSTEE 2.00 X 0 0 0 MIKE WILSON TRUSTEE 2.00 X 0 0 0 CHRIS ROMINE IMMEDIATE PAST CHAIR 2.00 X 0 0 0 CATHY LAYTON CHAIR 2.00 X X 0 0 0 SANDY REDERER TREASURER 2.00 X X 0 0 0 J ALLISON ARCHBOLD TRUSTEE 2.00 X 0 0 0 WAYNE ROLLINS TRUSTEE 2.00 X 0 0 0 EMILY WALSH 1ST VICE-CHAIR 2.00 X X 0 0 0 ARTHUR M WOOD JR TRUSTEE 2.00 X 0 0 0 KELVIN COOPER SECRETARY 2.00 X X 0 0 0 THOMAS B LUZIER TRUSTEE 2.00 X 0 0 0 ALICE RAU TRUSTEE 2.00 X 0 0 0 CARLYLE LUER TRUSTEE 2.00 X 0 0 0 CARMEN BASKIND TRUSTEE 2.00 X 0 0 0 TOM BUCHTER CEO 40.00 X 122572 0 6120 CAROL ANN MALINOWSKI HIRED 51914 CFO 40.00 X 0 0 0 WILLIAM LEWIS CFO 40.00 X 71424 0 6120 ANN LOGAN CDO 40.00 X 88433 0 6120 282429 0 18360 1 0 0 0 TANDEM CONSTRUCTION 5391 LAKEWOOD RANCH BLVD STE 200 SARASOTA FL 34240 CONSTRUCTION 1333274 1 726311 10500 1408086 126790 2144897 ADMISSIONS 713990 997427 997427 COMMUNITY PROGRAMS 713990 57540 57540 SCIENTIFIC PUBLICATION 511120 2861 2861 RESEARCH 541700 195 195 1058023 76204 76204 912964 289171 623793 623793 558869 302634 256235 256235 MISCELLANEOUS INCOME 900099 100118 100118 100118 4259270 1414376 0 699997 X 319029 236626 41111 41292 1247867 969242 109324 169301 163628 138467 9506 15655 131052 101903 12016 17133 17821 17821 19400 19400 387282 294731 26621 65930 40353 20940 13317 6096 392411 330416 46496 15499 131029 69196 42414 19419 UTILITIES 146279 75907 48272 22100 REPAIR & MAINTENANCE 82791 64724 605 17462 ADVERTISING 73846 45647 14921 13278 ADMIN./OTHER SUPPLIES 73572 52130 3423 18019 417986 254190 54502 109294 3644346 2654119 459749 530478 885489 97415 390955 341410 4357 10230 86134 103847 36145 50511 13672010 4836127 7614503 8835883 2179837 2424596 1350 15294 13245 11214064 11877137 603276 233256 84508 101446 120000 108542 906378 1048241 1714162 1491485 X 5899316 8043341 1402975 94700 2197611 2247611 9499902 10385652 11214064 11877137 614924 270826 0 X X 0 1 X 1 0 X 1408037 1308267 1514543 3006477 2144897 9382221 1981820 2036984 2191554 2021131 2629974 10861463 3389857 3345251 3706097 5027608 4774871 20243684 22915 719586 63519 806020 0 22915 719586 63519 806020 19437664 70713 66767 64129 71019 76204 348832 70713 66767 64129 71019 76204 348832 3460570 3412018 3770226 5098627 4851075 20592516 0.94390 0.93330 0.01690 0.01920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2197611 50000 2247611 2197611 2197611 2197611 2197611 2197611 2197611 2197611 2197611 1.00000 0 0 3419256 3419256 8848194 3914869 4933325 1404560 921258 483302 8835883 TERM LOAN 607014 MARGIN LOAN -186 NOTES PAYABLE - NORTHERN 441413 1048241 X 4582635 270826 52539 323365 4259270 0 4259270 3696885 52539 52539 3644346 0 3644346 Part III, Line 1a: The Gardens' collections, including herbarium specimens, living specimens (donated, grown, and collected) and donated books, are not recognized on the statement of financial position. The specimen and rare book collections, which are held for educational, research, scientific and curatorial purposes, are substantial and determination of value is not practical. The collections are catalogued, preserved and cared for, and activities verifying their existence and assessing their condition are performed continuously. Part X, Line 2: Management has evaluated the effect of an accounting standard relating to accounting for uncertainty in income taxes. Management has determined that the Center had no uncertain income tax positions that could have a significant effect on the financial statements for the year ended June 30, 2014. The Center's federal income tax returns for the years ended 2013, 2012 and 2011 are subject to examination by the Internal Revenue Service, generally for three years after the federal income tax returns were filed. LIGHTS IN BLOOM 174760 174760 42045 ORCHID BALL 149310 149310 70265 588894 588894 176861 912964 912964 289171 289171 623793 Sandy Rederer Trustee Remodeling. X 120000 108542 0 1 1 108542 Sandy Rederer Trustee and Treasurer 108542 Loan for remodeling 0 X LANDSCAPING & 3 81848 FMV X AUCTION ITEMS 107 21146 FMV X GARDEN DONATI 10 7880 FMV X GIFT CERTIFIC 103 5844 FMV X FOOD AND BEVE 1 5300 FMV X SUPPLIES 21 4250 FMV X PLANT & GARDE 7 522 FMV 0 1 0 Form 990, Part VI, Section A, line 2 Michael Saunders & Co independent contractor owner re broker employee/employer Form 990, Part VI, Section B, line 11 The process for reviewing the 990 before it is filed is as follows. Staff review the document, it is presented to the board for review, and at a duly noted meeting of the board of trustees the document is presented and approved. Form 990, Part VI, Section B, line 12c The board reviews the policy annually and at that time queries each board member as to compliance and obtains written confirmation of compliance (or other issues). Form 990, Part VI, Section B, line 15 Review individual performance against previously determined annual goals 2)collect comparative data on compensation packages among non-profit organizations 3) determine the organization's capacity for staff compensation based on the foregoing, and budget accordingly 4) decision made a)for key employees and overall staff, the CEO determines pay levels and compensation packages subject to the foregoing b)for the CEO, the executive committee recommends levels to the board of trustees, who then make the final determination 5) appropriate documentation is submitted to the accounting department for payroll processing. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public through two primary means (i) the 990 is posted to Guidestar to ensure public access, and (ii)related financial information is available upon request, in compliance with the organization's bylaws. Form 990, Part IX, line 11g Contract Services-library: Program service expenses 895. Management and general expenses 0. Fundraising expenses 0. Total expenses 895. advisory fees-collections: Program service expenses 2,622. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,622. Advisory Fees-Orchid Identif : Program service expenses 5,016. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,016. Professional Services-Adminis : Program service expenses 0. Management and general expenses 7,003. Fundraising expenses 21,009. Total expenses 28,012. Professional Services-Informa : Program service expenses 0. Management and general expenses 15,303. Fundraising expenses 0. Total expenses 15,303. Contract Services-Administration : Program service expenses 0. Management and general expenses 708. Fundraising expenses 15,865. Total expenses 16,573. Contract Services-Development : Program service expenses 0. Management and general expenses 0. Fundraising expenses 29,056. Total expenses 29,056. Contract Services-Marketing & Co : Program service expenses 178,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 178,000. Contract Services-Information Se : Program service expenses 23,316. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,316. Contract Services-Maintenance : Program service expenses 1,165. Management and general expenses 3,607. Fundraising expenses 0. Total expenses 4,772. Contract Services-International : Program service expenses 1,677. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,677. Contract Services-Community Prog : Program service expenses 30,325. Management and general expenses 0. Fundraising expenses 0. Total expenses 30,325. Contract Services-Orchid Identif : Program service expenses 5,544. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,544. Contract Services-Collections : Program service expenses 932. Management and general expenses 0. Fundraising expenses 0. Total expenses 932. Contract Services-Gardens : Program service expenses 45,239. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,239. Form 990, Part IX, line 24e PRINTING AND PUBLISHING : Program service expenses 57,240. Management and general expenses 7,524. Fundraising expenses 6,695. Total expenses 71,459. CREDIT CARD CHARGES : Program service expenses 59,069. Management and general expenses 0. Fundraising expenses 10,054. Total expenses 69,123. TRAVEL AND ENTERTAINMENT : Program service expenses 16,915. Management and general expenses 2,645. Fundraising expenses 41,850. Total expenses 61,410. IN-KIND SUPPLIES: Program service expenses 16,706. Management and general expenses 22,656. Fundraising expenses 20,162. Total expenses 59,524. GARDENING SUPPLIES : Program service expenses 50,366. Management and general expenses 0. Fundraising expenses 0. Total expenses 50,366. TELELPHONE : Program service expenses 15,172. Management and general expenses 9,498. Fundraising expenses 4,349. Total expenses 29,019. POSTAGE/SHIPPING : Program service expenses 13,819. Management and general expenses 1,107. Fundraising expenses 8,642. Total expenses 23,568. MISCELLANEOUS EXPENSE : Program service expenses 5,408. Management and general expenses 1,883. Fundraising expenses 12,760. Total expenses 20,051. REAL ESTATE TAXES : Program service expenses 5,909. Management and general expenses 3,758. Fundraising expenses 1,720. Total expenses 11,387. SUBSCRIPTIONS AND MEMBERSHIPS : Program service expenses 6,445. Management and general expenses 2,245. Fundraising expenses 1,603. Total expenses 10,293. EQUIPMENT RENTAL : Program service expenses 5,010. Management and general expenses 3,186. Fundraising expenses 1,459. Total expenses 9,655. BOOKS : Program service expenses 2,131. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,131. Form 990, Part XII, Line 2C LINE 2C,The Board Audit Committee has oversight over the process and selection of the independent auditor.